How to “Print” Sage 300/Timberline Reports to Excel

The Only Option is Excel?!

Even with all of the power of Sage 300 Construction and Real Estate (Timberline) reporting, sometimes you just need to have the data in an Excel worksheet.  PrintDepending on your role within your company, you may need to periodically send information to benefits providers, auditors, banks, finance companies, government agencies, or even potential clients.  Many times the recipient wants the information in Excel and often in a particular format.

Abracadabra!

Knowing this simple trick can save time when you need to compile that employee census or payroll information, those job lists with contract, estimate and job cost totals, lists of open receivables or payables invoices, equipment lists, and so on.

You begin by choosing the Sage 300/Timberline report that contains the information you need.  The best reports to use are those that present the data in a columnar format.  Instead of printing the report to paper, print the report as a .txt file to a location where you can easily retrieve it (such as your desktop).

“Print” Timberline Reports to Excel:

  1. In the Print Selection window, click on “Printer Setup”
  2. Check the box “Print to file”
  3. Click “Ok” and then click “Start”
  4. In the “Save in” window, navigate to the location where you want to save the .txt file
  5. Enter a name for your file in the “File name” window
  6. In the “Save as type” window, select “Plain text (*.txt)” from the dropdown
  7. Click “Save”
  8. Open a new Excel worksheet and then “Open” the text file from the “File” menu.  The Text Import Wizard will appear.
  9. Follow the instructions on each of the three Wizard screens and click “Finish.”

When defining columns on the second screen, you’ll want to ignore page headings and create column breaks according to the size of the data in the report columns.  If your report contains numeric totals, it helps to scroll all the way to the bottom of the report and use the totals to create column breaks.

To finish your new worksheet, you will want to clean up the report headers, remove page breaks, and possibly rearrange or reformat columns.

Don’t forget to save your Excel workbook and happy reporting!

Need a Sage 300 CRE refresher? Book a few hours with an LAI consultant – at YOUR office! Email Carolyn Carter to schedule today!

Submitted by Ledgerwood Associates Consultant, Kyle Zeigler. For information on this and other topics contact Ledgerwood Associates.